We are live on ! Find out more
BBHY icon

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

75 hedge funds and large institutions have $339M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more funds holding

Funds holding: 6975 (+6)

8% more capital invested

Capital invested by funds: $314M → $339M (+$25M)

6.44% more ownership

Funds ownership: 81.39%87.84% (+6.4%)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
27
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
51
Capital Analysts LLC
Pennsylvania
$218K +$61.5K +1,402 +39%
AFAS
52
Acorn Financial Advisory Services
Virginia
$217K +$2.19K +50 +1%
Wells Fargo
53
Wells Fargo
California
$125K +$8.72K +199 +8%
AAM
54
Advisors Asset Management
Colorado
$98.7K -$745 -17 -0.7%
HCM
55
Highlander Capital Management
New Jersey
$70K
Bank of America
56
Bank of America
North Carolina
$68.7K -$10.3K -235 -13%
UBS Group
57
UBS Group
Switzerland
$59.6K +$19.6K +448 +49%
AssetMark Inc
58
AssetMark Inc
California
$51.8K +$43.7K +997 +542%
TWC
59
TD Waterhouse Canada
Ontario, Canada
$48.3K -$82.9K -1,892 -63%
MHR
60
Matthew Hamilton Rosenberg
$46.2K
SPIA
61
Steward Partners Investment Advisory
New York
$24.5K
CFGS
62
Concourse Financial Group Securities
Alabama
$22K
AWM
63
Avior Wealth Management
Nebraska
$21.4K -$212K -4,840 -91%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$16.7K +$8.11K +185 +94%
MCI
65
MRP Capital Investments
Georgia
$13.7K +$13.7K +312 New
BAM
66
Belpointe Asset Management
Nevada
$12.3K +$12.3K +280 New
HI
67
Harbour Investments
Wisconsin
$9.22K +$263 +6 +3%
CSPIA
68
Cary Street Partners Investment Advisory
Virginia
$6.58K +$6.58K +150 New
ME
69
McIlrath & Eck
Washington
$6.14K
MWM
70
Mascoma Wealth Management
New Hampshire
$4.56K
JWM
71
Janiczek Wealth Management
Colorado
$3.74K
IA
72
IFP Advisors
Florida
$2K -$2.46K -56 -64%
LFG
73
Larson Financial Group
Missouri
$1.54K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$175 +$175 +4 New
NA
75
NewEdge Advisors
Louisiana
$18 +$17.5K +400 New

BBHY Hedge Fund Activity: Q4 2022 in Review

75 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q4 2022, worth a combined $339M — up 8% from $314M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BBHY positions and 7 closed out — a net gain of 6 holders — while 27 added to existing stakes and 26 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $21.9M. The largest seller was Rainey & Randall Wealth Advisors, exiting entirely with an estimated $14.6M sold.

  • 75 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q4 2022, up from 69 in Q3 2022.
  • Funds reported $339M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q4 2022, up 8% quarter-over-quarter.
  • 13 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q4 2022 and 7 closed out, a net change of +6 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q4 2022 was State of New Jersey Common Pension Fund D, an estimated $21.9M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q4 2022 was Rainey & Randall Wealth Advisors, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2022.